Tag Archives: Nepsis

Bye Bye Bonds With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 83)

July 6, 2022Finance, Investing, UncategorizedBonds, Clarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Marketinvestwithclarity

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Everyone has their opinion about the pros and cons of bonds.

What do you think about them? Are they too risky or are they a good opportunity?

In this episode, Mark Pearson and Chuck Etzweiler MBA, CIMA®, CFP®, CMT, discuss their professional opinion about bonds and critique why they may not be a good option considering the current economy.

Mark and Chuck discuss:

Their professional opinion and advice about bonds
How the rising inflation and interest rates can influence your investment decisions
Their critique of bonds considering the current bear market
Your portfolio management habits and how you can increase their effectiveness
And more

Resources:

Invest With Clarity®: Process Before Progress®, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82)

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Process Before Progress®, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82)

June 8, 2022Finance, Investing, UncategorizedChuck Etzweiler, Clarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Process, Returns, Stock Marketinvestwithclarity

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When creating a portfolio, it is important to make sure you are approaching it with absolute clarity, to make good decisions for your future. This means forgetting everything you know about the marketing mindset and removing yourself from the industry mindset that is commonly pushed by investors.

In this episode, Mark Pearson and Chuck Etzweiler discuss the importance of following a strict process and trusting the timeline that it will follow rather than searching for returns on investments.

Mark and Chuck discuss:

The long route that Nepsis® contains in their investment strategy
How owning stocks can be similar to owning a business
Why it is important to understand the investment process before taking a stab at investing
The ultimate goal you should strive to achieve when investing in businesses
And more

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Lifting Weights While You Wait With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.81)

May 25, 2022Finance, Investing, UncategorizedChuck Etzweiler, Clarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Marketinvestwithclarity

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Just like professional athletes, sitting on a bench waiting around for your turn is a waste of time. Investors are just like off-season athletes, you have to train while you wait in order to get the best results once you hit the court.

In this episode, Mark Pearson and Chuck Etzweiler discuss those in between stages and how to practice executing strategies while waiting for market changes. They share common misconceptions about market volatility and how to identify growth in your portfolio over time.

Mark and Chuck discuss:

The barbell strategy in investing
Common misconceptions about bonds
What risk means for your portfolio
How businesses can steer you in the wrong direction when looking to invest
And more

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Passive Investing, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.80)

May 11, 2022Finance, Investing, UncategorizedChuck Etzweiler, Clarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Marketinvestwithclarity

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Most people don’t know what’s happening with their money when they are investing. You may be told by your financial advisor you’re investing in the stock market but you’re actually investing in businesses.

In this episode, Mark Pearson and Chuck Etzweiler discuss the personalized strategy that is used at Nepsis® that puts the client and their needs first, and creates a portfolio based on these goals.

Mark and Chuck discuss:

Active versus passive investing
What a volatile market can mean for business owners
Why understanding asset allocation is so important
The importance of being slow and steady with your investments
And more

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Passive Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.79)

April 27, 2022Finance, Investing, UncategorizedChuck Etzweiler, Clarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Marketinvestwithclarity

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When looking at indexes, it is very hard to determine how returns are calculated. At Nepsis®, We have a very specific asset allocation strategy with a very specific buy and sell discipline.

In this episode, Mark Pearson and Chuck Etzweiler discuss common misconceptions about the investment market and how you can value stocks based on a number of different factors. They discuss the problems with passive investing and how you can take control in your own hands by educating yourself on the intricacies of the stock market.

Mark and Chuck discuss:

How active management can work
Strategic cost averaging®
Our investing strategy at Nepsis®
The power of asset allocation versus diversification
And more

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Underperforming the Underperformance With Mark Pearson (Ep.78)

April 13, 2022Finance, InvestingClarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Marketinvestwithclarity

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At Nepsis®, we have coined the term clarity creates stability. We believe that the ultimate form of clarity is the root of what we do here at Nepsis®.

In this episode, Mark Pearson discusses his perception of the state of the marketplace, the ways politics have affected the dollar value and how understanding these ideas can lead to ultimate clarity. Having clarity on these subjects can help you become extremely confident in your portfolio and the investments you believe in, keeping you secure in your long term goals.

Mark discusses:

The importance of flexibility in your portfolio
How clarity among your investments can enhance your decision-making process
The power of liquidity
What you need to know when entering into a bear market
And more

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The Four Worst Words in Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.77)

March 30, 2022Finance, InvestingClarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Market, Transparencyinvestwithclarity

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At Nepsis®, we value process over progress. Our strategy is fixed and we trust that it will lead to the success of our clients and their ultimate goals within their portfolio.

In this episode, Mark Pearson returns with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss the four worst words they avoid using when discussing the investment market. They chat about important attributes that have driven the markets over the past years and how they have created their investment strategy to override these issues that might arise.

Chuck discusses:

What is involved with investing in a business
How short term variables can impact your investments
The feelings that can arise when inflation goes up and how to combat them
How the Nepsis’ strategy takes into account huge shifts in the investment market
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect With Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

A Deep Dive into “Fin-ergy” With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.76)

March 16, 2022Finance, InvestingClarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Market, Transparencyinvestwithclarity

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At Nepsis®, our main overarching motto is process before progress. Through integrating this idea into all of our investments, we are able to use our strategy even when the markets are unstable.

In this episode, Mark Pearson returns with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss the in-depth idea of the Nepsis® investing strategy, including how they have managed to be successful even when taking risks. Mark explains the importance of knowing what you own and how that can be increasingly useful when engaging with the investment market during any season.

Chuck discusses:

The importance of knowing what investments are in your portfolio
Why you should consider investing in individual businesses
The importance of knowing how to value an asset regardless of the investing season
Why the Nepsis’ strategy has proven to work over time
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect With Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

Episode 75. Four Keys To Successful Investing, Transparency

March 2, 2022Finance, InvestingClarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Market, Transparencyinvestwithclarity

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Four keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency.

In this episode, Mark Pearson finishes off his four part miniseries, focusing on the last key to successful investing, transparency. Mark discusses the foundation of the Nepsis investment strategy and why time is the most valuable asset when creating an investment plan.

Mark discusses:

Why you should know the largest holding in your portfolio
The level of trust you should put into your financial advisors
How transparency can give you peace of mind when investing your money
Why the Nepsis’ strategy has proven to work over time
And more

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Episode 74. Four Keys To Successful Investing, Flexibility

February 16, 2022Finance, InvestingClarity, FinancialPlanning, Flexibility, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Marketinvestwithclarity

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Four keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency.

In this episode, Mark Pearson continues with part three of the successful investing miniseries, focusing on flexibility. Mark discusses Roth conversions and how investments can increasingly benefit you as a business owner.

Mark discusses:

Active versus passive investing
How increased flexibility among your investments can benefit you
How to avoid making emotional business decisions
How Nepsis’ investment strategy has proven to work over time
And more

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